Morningstar Data

Illuminating the Investable Universe

Data is where we started and where we continue to innovate. Our research powerhouse, comprised of 350+ global analysts, informs new areas of data expansion across all asset classes and contextualizes foundational data to create data feeds comprised of unique, premium IP. Collectively, these high-quality emerging data sets and the analytics that help you make sense of them put everything you need in one place.

The Data You Need in One Place

Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights.

Equity Data

Build better portfolios with company- and security-level fundamental data and many other complementary data sets, such as classification, ownership, and executive insight.

Managed Investment Data

Apply multiple types of managed investments with a complete global set of operational, performance, and portfolio data.